| ZTS |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.87 vs. cons $1.84 |
MEDIUM |
| ZTS |
Report |
Total organic operational revenue growth (Q2) |
IN-LINE |
pred ~1.5% vs. cons 1.6% |
MEDIUM |
| ZTS |
Report |
U.S. Companion Animal organic revenue growth (incl. Librela/derm) |
BEAT |
pred ~-4% vs. cons -7% |
MEDIUM |
| ZTS |
Guide |
FY2026 organic operational revenue growth guidance |
UNCHANGED |
guide ~3.5% midpoint (2%-5% range) vs. cons ~3.5% (FY2026) |
HIGH |
| ZTS |
Guide |
FY2026 adjusted EPS guidance |
UNCHANGED |
guide ~$6.93 midpoint ($6.85-$7.00 range) vs. cons ~$6.90 (FY2026) |
HIGH |
| ZTS |
Guide |
H2 sequential dollar acceleration vs. comp-driven math (qualitative) |
UNKNOWN |
guide implies ~5% H2 organic growth vs. cons modeling ~4% H2 growth (H2 2026) |
LOW |
| ZTS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
MEDIUM |
| ZTS |
Return |
5-day cumulative residual |
+1.5% (FADE) |
Bar was set very low after the Q1 collapse (stock down >30% peak-to-trough), so an EPS beat and stabilizing Librela/derm trends should trigger an initial relief rally on day 1. However, FY guidance math still requires the back half to be driven almost entirely by easier comps rather than genuine sequential dollar acceleration in companion animal; once analysts stress-test the H2 bridge and note distributor/retail normalization and competitive pricing pressure are still live risks, some of the initial pop likely fades over the following days as estimates get only marginally revised up (or left roughly flat) rather than meaningfully upgraded. |
MEDIUM |